After a two-year trough in global smartphones, the second half of this year is expected to usher in a new round of recovery with the help of AI applications. Among them, the iphone16 series and Google's Pixel 9 have attracted enough attention and attracted the attention of the outside world. These models not only have powerful chip computing power, but also have built-in advanced AI algorithms and models, which can provide users with more accurate and efficient services. For example, the iPhone 16 series is rumored to be upgraded with AI features, and its chip computing power may surpass that of its predecessor, bringing users better performance and experience. , driving the performance of related supply chains such as TSMC and other companies.
According to the latest report from market research institute IDC, global smartphone shipments are expected to increase by 4% year-on-year to 1.21 billion units this year, and will grow by another 2.3% next year, with annual growth rates in single digits from 2026 to 2028 and a compound annual growth rate of 2.3% from 2024 to 2028.
The application of AI technology has greatly improved the performance and user experience of smartphones. From smart assistants and voice control to image recognition, personalized recommendations and other functions, AI technology has made mobile phones smarter, more convenient, and more personalized. These innovative features not only enhance the usefulness of the phone, but also greatly increase user satisfaction and loyalty. Therefore, major mobile phone manufacturers have increased their investment in AI technology and launched a series of smartphones equipped with AI functions to meet the diverse needs of consumers.
Figure: AI applications help the mobile phone market on the road to recovery
In addition to the widespread application of AI technology, the popularity of 5G technology is also one of the important factors driving the recovery of the mobile phone market. With the acceleration of global 5G network construction and the continuous launch of 5G mobile phones, more and more users have begun to upgrade 4G mobile phones to 5G mobile phones. This trend has not only boosted smartphone shipments, but also further boosted the development of AI phones. Because the high-speed and low-latency characteristics of 5G networks provide a broader space and possibilities for AI applications, AI mobile phones can achieve more complex and rich functions.
The popularization of 5G technology provides a broader space for the application of AI technology in mobile phones. The high speed and low latency of 5G enable AI applications to run more smoothly and provide users with a better experience. With the continuous improvement of 5G network and the continuous advancement of AI technology, the mobile phone market is expected to usher in a new round of growth.
